Display Project Name in all forms

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Posted on by SM-12080530-0

Hi,

User has a requirement to show project name in all forms instead of project id. How can we do in a optimised way avoiding the customisation in each form. For example in Purchase order list page or sales order or Inventory Transfer order project id is shown. But the requirement from the user is that he need to see project name.

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t4m7 20 on at

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Display Project Name in all forms

I feel your pain. Our users have requested this as well in some cases, but the answer is that it really depends on the particular entities and relationships that are active on any given form...we are lucky because we have a separate project contract for each project, so in some cases we were able to just show the contract description which works for us, but that is available in some lists but not others.

We have also sometimes extended the Tool Tip, which you mention, which is really called the "Enhanced Preview" -- extending this is a lower effort, small dev that has major impact since it will automatically work almost everywhere on every form where the field/record it applies to is in play. The Enhanced Preview for the Employee record, for example, is very rich, and folks kindof automatically know how to use it. We have done the same for several other records for our users when it would have been high effort to add fields into entities or forms.

this is old documentation, but still applies: Enhanced Preview | Microsoft Learn

And, agree with Andreas, we have also in several cases had to address these type of requests with reporting...this can be a bummer since native forms and lists can feed Tiles, etc etc, are closer to the action. But reporting options are also flexible...it all depends on your users.
SM-12080530-0 on at

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Display Project Name in all forms

Yes I do Agree but I am thinking why this small feature was missed in the database structure of microsoft. Like Tooltip shows project name hovering on project id's any thing similar to that if we can do in the forms or adding a column would be better.
andreasraithel 4,725 Super User 2024 Season 2 on at

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Display Project Name in all forms

Hy,

I think this is not possible without customization within F&O to display project name in this forms.

Instead the user can start form individual projects to find PO related to that project.

If it is for information purpose a Dataverse based report could cover this using virtual entities and building a joined query/view.

Herzliche Grüße / kind regards,

Andreas Raithel

D365FO Solution Architect

Display Project Name in all forms

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